See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,522 | $91,190-90.7% | $178,490-95.2% | $79,858-89.3% |
| Participation rate | 86.6% | 69.2%+17.4pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 13.66% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $849 | $3,256-73.9% | $5,011-83.1% | $2,471-65.6% |
| Participant deferral / active EE | $729 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $303 | $6,751-95.5% | $13,984-97.8% | $5,306-94.3% |